ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $587,000 | +2.3% | 19,653 | +8.9% | 0.10% | +2.1% |
Q2 2022 | $574,000 | -21.9% | 18,047 | -16.6% | 0.09% | -16.1% |
Q1 2022 | $735,000 | +98.1% | 21,644 | +105.9% | 0.11% | +100.0% |
Q4 2021 | $371,000 | +14.9% | 10,513 | +12.0% | 0.06% | +5.7% |
Q3 2021 | $323,000 | +9.9% | 9,383 | +10.4% | 0.05% | +3.9% |
Q2 2021 | $294,000 | +124.4% | 8,500 | +113.2% | 0.05% | +96.2% |
Q1 2021 | $131,000 | +835.7% | 3,987 | +713.7% | 0.03% | +550.0% |
Q2 2020 | $14,000 | – | 490 | – | 0.00% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2019 | $26,000 | +4.0% | 867 | 0.0% | 0.01% | -6.7% |
Q1 2019 | $25,000 | +13.6% | 867 | 0.0% | 0.02% | -6.2% |
Q4 2018 | $22,000 | -46.3% | 867 | -36.1% | 0.02% | -33.3% |
Q3 2018 | $41,000 | +2.5% | 1,357 | 0.0% | 0.02% | +4.3% |
Q2 2018 | $40,000 | -9.1% | 1,357 | -10.8% | 0.02% | -17.9% |
Q1 2018 | $44,000 | – | 1,522 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Schoolcraft Capital LLC | 738,995 | $25,414,021 | 8.53% |
Blankinship & Foster, LLC | 531,628 | $18,283,000 | 7.43% |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3,549,692 | $122,074,000 | 5.59% |
TOTAL INVESTMENT MANAGEMENT INC | 419,439 | $14,424,000 | 3.59% |
Verde Capital Management | 235,424 | $8,096,000 | 3.37% |
COLDSTREAM CAPITAL MANAGEMENT INC | 2,410,460 | $66,384,000 | 3.22% |
Wealthgate Family Office, LLC | 56,290 | $1,936,000 | 2.98% |
VERITY Wealth Advisors | 95,564 | $3,286,000 | 2.94% |
WESCAP Management Group, Inc. | 267,821 | $9,210,000 | 2.68% |
Exchange Capital Management, Inc. | 379,212 | $13,041,000 | 2.53% |